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Crossbridge Capital is an independent wealth management and advisory firm serving high-net-worth individuals, entrepreneurs, and families with global lives and complex financial needs. Founded in 2008, we have grown from a specialist private banking boutique to a fully integrated platform delivering tailored investment, family office, and legacy planning services. Regulated by the FCA in the UK, we operate from offices in London and Malta, serving clients across multiple jurisdictions. Our services include: - Strategic investment advisory and discretionary portfolio management - Cross-border wealth structuring and succession planning - Family office support, consolidated reporting, and governance - Access to private markets and tailored structured solutions - Fee and cost oversight across multi-custodian relationships We are independent, product-agnostic, and built for discretion. Every mandate is led by senior advisors and structured to meet the evolving goals of the client—not the priorities of a product provider. We don’t sell. We advise. And we do so with integrity, clarity, and focus.

Crossbridge Capital Questions

The Crossbridge Capital annual revenue was $18.6 million in 2026.

Tarek Khlat is the Co-Founder and Group CEO of Crossbridge Capital.

13 people are employed at Crossbridge Capital.

The NAICS codes for Crossbridge Capital are [52311, 5231, 52, 523, 523110].

The SIC codes for Crossbridge Capital are [621, 62].

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